Robert Galinski
Robert Galinski is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates under the DBA Turning Point Advisors for his LPL business since March 2022. He is also a financial advisor with Highland Capital Brokerage selling non-variable insurance, dedicating minimal time to this role, and owns GS2 Properties, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLCBroker
LPL Financial LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Waddell & Reed, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.